QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Club Weekly Update 2025-05-20

May 20, 2025 |

Hel­lo QAVvers Here’s my week­ly update. cheers Cam­Stock Analy­sis We’ve haven’t had to do much buy­ing in the last week, but I did add FEX as a Light buy yes­ter­day, so you can read my analy­sis of it here. BUY LIST Each week we pro­duce a buy list based on our val­ue…

QAV AMERICA 005 — Cayman Schemes and Chilean Dreams

QAV AMERICA 005 — Cayman Schemes and Chilean Dreams

May 19, 2025 | , , , , ,

In this episode of QAV Amer­i­ca, Cameron and Tony wres­tle with mar­ket chaos as the US–China trade war hits pause. Cameron shares the chal­lenges he faced cre­at­ing a US buy list, dig­ging into sev­er­al inter­est­ing (and occa­sion­al­ly sus­pi­cious) tick­ers: a mort­gage REIT, a Chi­nese fin­tech with a Cay­man shell, and an impres­sive­ly renew­able-heavy Chilean util­i­ty. They debate gov­er­nance red flags, explore deep val­ue bets ver­sus gut instinct, and exam­ine why Enel Chile (ENIC) might be qui­et­ly pow­er­ing the future.

QAV 819 — The Roll Back

QAV 819 — The Roll Back

May 14, 2025 | , , ,

In this episode of QAV Aus­tralia, Cam and Tony nav­i­gate a tur­bu­lent mar­ket buoyed by a tem­po­rary roll­back in US-Chi­­na tar­iffs and a curi­ous ral­ly in Bit­coin. They break down the move­ments in gold stocks like Perseus (PRU), Ramelius (RMS), and West African Resources (WAF), unpack ANZ’s (ANZ) CEO han­dover and the impact of its Sun­corp acqui­si­tion, and look into Super Retail Group’s (SUL) Q3 results. The episode also fea­tures deep dives into the gov­er­nance con­cerns at Mac­quar­ie (MQG), a bizarrely mas­sive div­i­dend from Heal­ius (HLS), a skep­ti­cal look at lux­u­ry drop ship­per Cettire (CTT), and a pulled pork seg­ment on out­door adver­tis­ing play­er oOh!media (OML). Cam also shares a per­son­al health win, and the duo wraps up with some rec­om­men­da­tions, ban­ter, and a lit­tle Van Halen nos­tal­gia.

QAV Club Weekly Update 2025-05-13

May 13, 2025 |

Hel­lo QAVvers Here’s my week­ly update. Apolo­gies for not send­ing one out last week. With the news today about the Chi­na-US tar­iff detente, the mar­ket should have a nice lit­tle boost today, although Trump’s extreme unpre­dictabil­i­ty still means nobody can have much…

QAV Value Investing Buy Lists (AU and US) 2025-05-12

May 12, 2025 | ,

Hap­py Stock­mar­ket. Here are our buy lists for this week based on our val­ue invest­ing sys­tem. As always, please check our work, DYOR, con­sult a finan­cial advi­sor before mak­ing any invest­ing deci­sions. There is only ONE ver­sion — it just has the buy list (live and…

QAV AMERICA 004 — Buffett’s Last Dance

QAV AMERICA 004 — Buffett’s Last Dance

May 8, 2025 | , , , , ,

In episode 4 of QAV Amer­i­ca, Cameron and Tony dive into War­ren Buffett’s retire­ment announce­ment, cel­e­brat­ing his mon­u­men­tal impact on val­ue invest­ing. They dis­cuss his lega­cy, Berk­shire Hathaway’s per­for­mance under his lead­er­ship, and his thoughts on the future of the U.S. and glob­al mar­kets. The episode includes per­son­al reflec­tions on Buffett’s influ­ence, anec­dotes from his annu­al meet­ings, and com­men­tary on Berkshire’s strate­gic moves, like the recent reduc­tion of its stake in Apple. Addi­tion­al­ly, Tony pro­vides a detailed analy­sis of the Cana­di­an Impe­r­i­al Bank of Com­merce (CIBC, stock code CM), eval­u­at­ing its recent per­for­mance and poten­tial invest­ment oppor­tu­ni­ties amidst glob­al trade uncer­tain­ties.

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